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Can't convert opportunity to project (unique to one opp)

Normally I have no problem converting opps to projects. But I have one opportunity that I have tried to convert many times but it always stays as an opportunity. I know how to do this process! This is a one-time problem.

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  • Hello Rod,

    Sorry to hear about this. 

    Do you have or can provide a screenshot showing the Opportunity you are unable to convert? And, please also outline your exact steps when experiencing this. 

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  • Here's the screen shot. 1. Select the opportunity. 2. Click Actions box in upper right corner. 3. Click Convert to Project option. 4. Fill in project name and check box Copy Emails, Files, and Notes to New Project. 5. Click Convert to Project button at bottom. (These steps always worked to move previous opps to project and remove from opps list.) Thank you!

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  • Hello Rod,

    Thanks for this helpful information!

    Is there a specific Opportunity that this is happening to that is listed in your Opportunity list view? 

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  • Rock Harbor Church - Brandon Holthaus

     

     

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  • Hello Rod,

    I see my colleague was able to further assist on this via a ticket you submitted. The ticket # is 213549. If you have further questions on this subject make sure to reach out via the ticket. 

    Thanks for your patience. 

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